This episode, Stu Kedwell, Co-Head of North American Equities, reflects on the last few weeks of market headlines in 2022. Stu also shares what he is thinking about for portfolios in 2023, including the possible opportunities for Canadian investors amid a slower U.S. dollar.  (Recorded: January 10, 2023)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/north-american-equities-looking-back-and-looking-ahead/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Core inflation in the U.S. continues to turn lower. How are markets responding? This episode, Stu Kedwell, Co-Head of North American Equities, discusses how investors can navigate this changing economic landscape and the importance of consistent and disciplined investment process. Stu also highlights how dividend stocks have held up in the inflationary environment and what’s ahead as the landscape shifts. (Recorded: December 13, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-are-markets-reacting-to-turning-inflation/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

The stability of energy stocks, and the recent decline in oil prices has made for an interesting trend in the sector. This episode, Scott Lysakowski, Vice President & Senior Portfolio Manager, Head of Canadian Equities, Phillips, Hager & North Investment Management, discusses some of the reasons behind the divergence. Scott also takes a look back at stock market performance between this year and last year. From record highs to record lows, he weighs in on what investors can look ahead to for 2023. (Recorded: December 9, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-behind-the-oil-slowdown/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Head of North American Equities, takes a look at year-end earnings from Canadian banks, and what these results could signal for the broader economy.  (Recorded: December 6, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/checking-in-on-canadian-banks/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Despite signs of weakness elsewhere in the economy, job numbers have been quite resilient over the last few months. How long can the labour market hold out? This episode, Chief Economist Eric Lascelles, weighs in on the latest U.S. job market data. Eric also provides an update on other top economic stories, including easing inflation, supply chain variability, and the rise of new COVID variants. (Recorded: December 2, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/labour-market-resilience-amid-looming-recession/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

What does a potentially slower pace of rate hikes mean for markets? This episode, Stu Kedwell, Co-Head of North American Equities, unpacks the latest news from the U.S. Federal Reserve and the forecast for earnings amid economic uncertainty. (Recorded: November 30, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-fed-slows-hikes-earnings-and-recession-watch/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses the current investment environment, and what investors could expect in 2023 amid elevated recession risk. Sarah also talks about how she is positioning the portfolios to take advantage of this changing landscape and how active portfolio management can help long-term investors reach their investment goals. (Recorded: November 28, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/aligning-portfolio-management-in-a-softening-economy/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Sarah Riopelle, Vice President amp; Senior Portfolio Manager, Investment Solutions, discusses the current investment environment, and what investors could expect in 2023 amid elevated recession risk. (Recorded: November 25, 2022)

To view the transcript and

This episode, Stu Kedwell, Co-Head of North American Equities, dives into the math behind the saying “buy fear, sell cheer,” and analyzes the changing dynamics between equity and fixed income returns in today’s investing landscape. (Recorded: November 22, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calculating-the-hidden-opportunities-in-fixed-income/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

This episode, Stu Kedwell, Co-Head of North American Equities, discusses the age-old concept of “buying low and selling high”, and its potential long-term value for investors as they navigate today’s market risks.  (Recorded: November 16, 2022)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/putting-money-to-work-during-down-markets/detail/?disclaimer=true.

RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested